Family Office

NEWS

One Big Beautiful Bill: A New Era for Family Offices

While headlines focus on AI earnings and Fed policy, a landmark U.S. tax reform has quietly reshaped the future of generational wealth. The “One Big Beautiful Bill” introduces sweeping, permanent changes that will redefine how family offices manage succession, structure estates, and invest for the long term.

Sep 10
Main Topics Tabled At 2019 Family Office Events

  Preparations are well underway for ensuing family office conference season. With organizers working harder than ever to attract the top families to their events, the topics around family office insights and discussion have become progressively important. In general, there is a definite shift from pure investment topics to focusing more closely on purpose and and values as families attending these events start to move more towards the soft asset topics. […] The post Main Topics Tabled At 2019 Family Office Events appeared first on Simple.

Sep 09
Three Family Offices Investing in Blockchain

Utilizing our family office data and research platform, we have uncovered a number of family offices investing in blockchain technology and crypto related projects.

Sep 06
Three Family Offices Investing in Cannabis

Utilizing our family office data and research platform, we have uncovered a number of family office investing in the cannabis industry.

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It wasn’t until the 1980s that family offices started to multiply, first in the US, then elsewhere. It was around that time that the wealth held by families began to grow at a significantly faster rate.

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